Kyle Ellsworth, CFP®, BBA (Hons), FCSI®, RRC®, PFP®

CERTIFIED FINANCIAL PLANNER®

For over 10 years, I have been helping individuals and families expand their wealth and reach their lifestyle goals. Honored to be working in partnership with Sean Corcoran & Partners established and professional team. 

Keeping up with changing market conditions and my continuing education are vital parts of my role. I hold a Bachelor of Business Administration (Honours) Degree with a concentration in Finance from Brock University. Over the years I have successfully completed various financial services courses to receive the following designations: Certified Financial Planner (CFP®), Personal Financial Planner (PFP®), Fellow of CSI (FCSI®) and Registered Retirement Consultant (RRC®).  

My extensive knowledge in investment, tax, retirement and estate planning allows me to create a holistic plan tailored to your personal or business goals. I believe it is important to stay in regular contact to ensure we are progressing and evolving your plan.  

My passion for helping our clients and dedication towards the Niagara Community has driven me to work with families who have a loved one with special needs. In addition, I also enjoy supporting many local charities. 

If you are interested in learning more about my personal approach to financial peace of mind, please contact me for a confidential consultation.

 

Mobile: (905) 931-4187

Direct: (289) 438-1641

Branch: (905) 641-9292

Email: kellsworth@assante.com

 

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

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Recent Posts

Private Markets: Credit Over Equity

May 28, 2024

Alternative lenders are gaining traction as investors seek high yields, tight credit spreads, and low interest rate risk—goals that big banks and private equity can't deliver....

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Consider the timing of leaving an inheritance

May 18, 2024

You may automatically decide to leave an inheritance for your loved ones in your will. However, you might have reason to consider gifting the funds earlier—or even later....

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The Upside of Canada’s Economic Woes

Apr 30, 2024

In moments of pessimism, great returns can be made in the stock market. Uncover how Canadian investors’ negative outlook may drive stock performance as the economy stabilizes....

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Kyle Ellsworth CFP®, BBA (Hons), FCSI®, RRC®, PFP®

CERTIFIED FINANCIAL PLANNER®

Office Address

109 Russell Avenue
St. Catharines, Ontario
L2R 1V8 Canada